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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,713 | $79,961-61.6% | $98,462-68.8% | $75,177-59.1% |
| Participation rate | 56.0% | 70.4%-14.4pp | 75.2%-19.2pp | 67.2%-11.2pp |
| Annual return | 7.95% | 19.75%-11.8pp | 21.17%-13.2pp | 160.75%-152.8pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $670 | $3,753-82.2% | $4,738-85.9% | $4,126-83.8% |
| Admin fee / account holder | $5,502 | $6,842-19.6% | $8,875-38.0% | $5,651-2.6% |